CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.09%
This Quarter Est. Return
1 Year Est. Return
+31.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$925K
4
VFC icon
VF Corp
VFC
+$900K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$640K

Top Sells

1
+$2.54M
2
+$1.96M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.12M

Sector Composition

1 Healthcare 10.29%
2 Industrials 7.82%
3 Technology 7.54%
4 Consumer Discretionary 6.97%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.19%
8,144
+2,003
77
$307K 0.19%
+10,103
78
$299K 0.18%
6,762
-422
79
$272K 0.17%
+10,395
80
$271K 0.17%
+25,320
81
$269K 0.16%
+12,082
82
$268K 0.16%
+5,826
83
$268K 0.16%
1,232
+68
84
$261K 0.16%
3,366
+3,058
85
$259K 0.16%
2,603
86
$247K 0.15%
1,984
+506
87
$240K 0.15%
+4,328
88
$232K 0.14%
+1,860
89
$230K 0.14%
11,041
+2,795
90
$226K 0.14%
+1,184
91
$225K 0.14%
8,289
-486
92
$221K 0.14%
+1,872
93
$221K 0.14%
+4,606
94
$216K 0.13%
+3,547
95
$214K 0.13%
1,782
-106
96
$213K 0.13%
+7,539
97
$213K 0.13%
+1,158
98
$212K 0.13%
+2,783
99
$209K 0.13%
+1,722
100
$208K 0.13%
+2,229
2 3
4
5 6